SMQFX Mutual Fund

SMQFX Mutual Fund

NAV$12.54
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Returns Overview

1 Month
-2.97%
3 Months
+2.17%
6 Months
+8.08%
YTD
+16.30%
1 Year
+36.89%
3 Years (annualized)
+22.00%
5 Years (annualized)
+11.46%
10 Years (annualized)
+10.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMQFX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging & Frontier Markets Index(MEFM)
This Mutual Fund (YTD)
+16.30%
Peer Avg (YTD)
+17.66%
vs Peers
-1.35%

SMQFX Mutual Fund Performance

SMQFX performance across multiple time periods: 1-month -2.97%, YTD 16.30%, 1-year 36.89%, 3-year 22.00%, 5-year 11.46%, 10-year 10.70%.

SMQFX returns trail the peer average of 17.66% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

SMQFX vs another fund shows side-by-side returns. SMQFX alternatives are available in the Mutual Fund Screener.